Raymond James Financial
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Raymond James Financial’s Sunoco SUN Stock Holding History

Raymond James Financial’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.9M Buy
383,853
+1,332
+0.3% +$80.8K 0.01% 1311
2025
Q4 		$20M Buy
382,521
+462
+0.1% +$24.4K 0.01% 1445
2025
Q3 		$19.1M Buy
382,059
+16,106
+4% +$838K 0.01% 1443
2025
Q2 		$19.6M Buy
365,953
+18,990
+5% +$1.05M 0.01% 1385
2025
Q1 		$20.1M Buy
346,963
+2,124
+0.6% +$120K 0.01% 1307
2024
Q4 		$17.7M Buy
+344,839
New +$18.2M 0.01% 1418

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Raymond James Financial's SUN Position: Q1 2026 in Review

Raymond James Financial increased its Sunoco (SUN) stake by 0.35% in Q1 2026, buying an estimated $80.8K and bringing the position to 383,853 shares worth $24.9M. The position accounts for 0.01% of the portfolio, ranked #1311.

Raymond James Financial first reported a position in SUN in Q4 2024 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Raymond James Financial held 383,853 shares of Sunoco worth $24.9M as of Q1 2026.
  • Raymond James Financial bought 1,332 Sunoco shares in Q1 2026, an estimated $80.8K.
  • Sunoco made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1311 holding.
  • Raymond James Financial first reported a position in Sunoco in Q4 2024 and has held it in 6 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.